Closing sales, winning deals, and signing up new customers is great for your business, but you may have noticed your finance and billing people aren’t celebrating quite as much as everyone else. But, by bridging the gap between your CRM and your billing with the Fusebill Salesforce CRM integration, these manual processes go away and everyone can enjoy the celebration! With the Fusebill Salesforce CRM integration application you can create accounts, manage subscriptions, and view customer information without leaving Salesforce CRM.

1. Fusebill + Salesforce = Success
1
www.fusebill.com
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved

2. Speaker Introduction
Donna McPhee,
Customer Success Manager
dmcphee@fusebill.com
Friday, July 26, 2013 2
www.fusebill.com
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved

3. Agenda
 Billing and the Customer Experience
 Integrating Core Systems
 Fusebill Connect
 Lifecycle Emails
 Salesforce Integration
3
www.fusebill.com
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved

4. BILLING IS PART OF THE
EXPERIENCE
July 26, 2013 4

5. Customer Lifecycle is Key
July 26, 2013 5
Upsell
Cross-
sell
RetainInitial Sales
How do we keep customers longer?
Which customers are most valuable?
Are there signals of cancelations?
What programs and channels deliver the most
valuable clients?
How do we move customer from free-
to-paid?
Who is most likely to upgrade? Buy another
product?
Support

6. Tools often focus on first sale
July 26, 2013 6
• Salesforce (CRM)
• Eloqua (Inbound Marketing)
• Web Analytics
• Email Marketing
• Excel, SQL
• Reports &
Statistics
• Trial and error
• People
Upsell
Cross-
sell
RetainInitial Sales
Pre-sales tools and platforms Lifecycle Tools
Support
• Zendesk
• Live chat
• Call centers

7. Billing Interactions are Overlooked
• Order Confirmations
• Invoices
• Receipts
• Renewal Notice
• Credit card expiry
• Disputes
• Dunning (aka ‘hey deadbeat’)
• Upgrades
7July 26, 2013
Self Service Needs
• Manage account
• View old charges
• Download receipts and
invoices
Up to 40% of customer calls are billing related
Roughly 50% of customer churn relates to failed payments

8. How?
 New customer “welcome” emails
 Successful payment notifications
 Failed payment notifications
 Alerts about expiring credit cards
 Statements and invoices
 Collection warnings, dunning emails
and account status changes.
8July 26, 2013www.fusebill.com
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Automate customers through
their subscription lifecycle:

9. INTEGRATING SALESFORCE CRM
July 26, 2013 9

10. Three Core Systems
Sales Force
Automation
Web / Service
Delivery
Billing
Financials
Presales
What you sell!
Support
Where is the system of record?

11. A Sales Dominant Core System
Sales Force
Automation
Web / Service
Delivery
Billing
Keep sales reps & agents in SFA
Orders originate from SFA
1
2
3
1 – Rep enters order. Push to
billing
2 – Billing approves (credit
check, payment)
Pushes to Service Delivery
3 – Billing updates status &
entitlements
 Trials
 Non-payment
 Upgrades etc.
 Renewals
3

12. FUSEBILL CONNECT
2-WAY SALESFORCE CRM INTEGRATION
Bridge the gap between your CRM and your billing
July 26, 2013 12
www.fusebill.com
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved

13. 2 Way Integration
Fusebill Connect is available
on the AppExchange.
Integrate Fusebill directly
with Salesforce.
Two Way Integration
 Customer accounts in
Fusebill are published to
Salesforce.
 Opportunities in
Salesforce create billing
accounts in Fusebill.

14. 2 Way Salesforce Integration
July 26, 2013 14
 Define pricing plans
 Invoicing, Collections
 Accounting
Orders
Updates
Status
Web orders
 Sales teams work in Salesforce
 Covert Opportunities – Sales
 Access leads and trials

15. Benefits for Sales
With Fusebill Connect you can:
Create accounts
Manage subscriptions
View customer
information.
Sales teams can
manage Fusebill
billing accounts
without leaving
Salesforce.

16. Benefits to Billing and Finance
With Fusebill Connect you can:
Eliminate tedious manual
processes.
Eliminate billing errors.
Centralize customer
management and
subscriptions

17. Benefits for Operations and Legal
With Fusebill Connect you can:
Eliminate security concerns.
Save time and resources.

18. Benefits for Business Owners
With Fusebill Connect you can:
Publish your product
catalog to Salesforce.
Choose what
information your sales
team sees.
Ensure credit card info
is captured securely
by Fusebill.
Create stronger
customer
relationships.

19. Use the data to drive insights
July 26, 2013 19
Upsell
Cross-
sell
RetainInitial Sales
How do we keep customers longer?
Which customers are most valuable?
Are there signals of cancelations?
What programs and channels deliver the most
valuable clients?
How do we move customer from free-
to-paid?
Who is most likely to upgrade? Buy another
product?
Support

20. 20
www.fusebill.com
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Fusebill Platform Overview

21. 21
Try Fusebill Free for 30 days.
No contracts, credit card, or surprises.
Sign up at www.fusebill.com
ThankYou!
www.fusebill.com
1-888-519-1425
support@fusebill.com
Twitter: @fusebill
www.fusebill.com
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved